IN THIS ISSUE

Question Of The Month – How does advance billing work in EngageIP?

Feature Of The Month – Mass updating of next bill dates

Tip Of The Month – Role Security – Have you updated / reviewed yours lately?

Enhancement Of The Month – Price Plans – Automation of Price Overrides

There are two types of advance billing in EngageIP, one allows you to bill out a prorated value for a service newly added and its full next month fee on the same invoice. This option is on services and is described in KB article #329.

The second advance billing type is where you want to invoice customers 10 days in advance of their billing date so that they receive their invoice prior to their service period starting. This type is described in KB article #361 and is set on the customers bill group.

As of the latest release (8.2.7.5) you now have the option to update next bill dates across multiple sub accounts from the parent account. This option is on the tools tab and allows you to select the accounts and next bill dates you wish to update and bulk edit them. This is a great option when you have more than 5 or 10 sub accounts that you need to adjust bill dates on. See KB article #464 for more information



It is recommended that you regularly perform security audits on EngageIP and your network surrounding EngageIP. You should have a scheduled plan in place to review these, whether it be monthly or even weekly. To ensure that your EngageIP is secure, please review your role security configuration. Role security is outlined in KB article #276 and some example configuration on how to handle employee turn over is located in KB article #429

Price Plans allow you to apply price overrides across multiple accounts without the need to go to each individual account and package to apply a discount. For detail on this, please see KB article #465

IN THIS ISSUE

Question Of The Month – How can I find out WHEN  a package was created / added to a customer?

Feature Of The Month – Webservices and API

Tip Of The Month – Need To Open An Invoice Again?

Enhancement Of The Month – New Credit Rating Email Tokens Available For Balance Due

We have added the ‘created date’ to the packages list so at a glance you can see when a package was added without needed to sift through the event log for such information. This is great when applying contracts or just to get an idea for the time period in which a customer has billed

A great way to extend EngageIP and even to create your own backend software for it is to use our API methods. For more detail on using this for your own programs or to customize the customerportal, please see KB article #73



You now have the ability to open an invoice even if it has been sent to the customer. Only when an invoice is open can transactions be added to it or adjusted. This functionality should only be available to administrators or managers to avoid having many invoices that have been sent to the customer already and being updated.

There are now three new balance tokens to be placed in emails primarily for credit rating emails but are also available to regular canned emails. For more information, please see KB Article #242

Please note that BillSoft updates for August and going forward will require a new EZTax.Net.dll file to be placed in your EngageIP directories as specified in KB Article #20. This new file will not need to be updated going forward so your update process will change slightly as outlined in this KB article. If you have any questions or need assistance, please contact LogiSense Customer Care at support@logisense.com

IN THIS ISSUE

Question Of The Month – I need to print only a specific list of invoices at a time and I need them sorted, how can this be accomplished?

Feature Of The Month – Role Based Password Security

Tip Of The Month – Have you checked your maintenance plan lately?

Enhancement Of The Month – BillSoft Tax Exemption – New Option For ALL

With the new print tool, you can fully filter and sort the invoices that sit in your print queue in EngageIP.  To do this, start the print tool, then click the ‘Filter’ button, once your invoices are filtered, you can click ‘Start Printing’. For more information, see KB Article #56

Securing EngageIP should be your first priority since all customer data is potentially accessible via the adminportal interface – with the exception of credit card numbers which are not viewable through the interface in accordance with PCI compliance.  Adminportal passwords however is a major piece of the security puzzle so hardening them is one way to increase your overall security. To ensure  your system passwords are secure for the adminportal, configure the roles in your system to enforce strong password rules including alpha-numeric passwords, password history restrictions and minimum password lengths. For more information, see KB Article #276



The first step to performance, security and disaster recovery is to have a good maintenance plan in place in MSSQL. You should be regularly checking that the maintenance plan is processing its jobs successfully and for example the backup location is not out of space, that the plan is purging old data as configured and that no errors are showing up in the log reports. For more information on using MSSQL maintenance plans, see  KB Article #40

A new option in the BillSoft exemption component allows you to select ‘All’ so that all transactions are exempt from all taxes. For detail, please see KB Article #20

• Revenue Assurance http://tiny.cc/9osp3 #
• Tim Elliot Blog: http://tinyurl.com/26ekof3 #

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• Announcing another successful launch. InfoSat Communications chooses LogiSense. http://bit.ly/9zxdjJ #

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Infosat Communications LP has implemented LogiSenses’ EngageIP billing and OSS software to efficiently manage billing and usage rating for critical service offerings, including voice and data. Additionally Infosat has integrated LogiSenses’ Resource Management module to manage physical and virtual resources such as subscriber identity cards, toll free numbers and satellite network addresses. Read more…

Having a backup plan and a full disaster recovery / response is critical to the welfare of any business. To assist in that plan in conjunction with the use of EngageIP Billing, we have the following KB articles which provide a brief overview of what to do to prevent loss of data and what to do when a server crashes for example and you need to rebuild.

Maintenance Plans that should be in place:

http://www.logisense.com/kb/index.php?View=entry&EntryID=40

Disaster Recovery Plan:

http://www.logisense.com/kb/index.php?View=entry&EntryID=205

Should you need any further detail on items like installation files, or directory locations, please contact LogiSense Customer Care: support@logisense.com or by calling (519) 249 0508

IN THIS ISSUE

Question Of The Month – How often is the API updated or methods added? What is the process for getting new methods added?

Feature Of The Month – Invoice voiding now resets credits and usage so that they can be billed again

Tip Of The Month – Bill Run Text Box Labels Updated

Enhancement Of The Month – Accounts can be upgraded to unbranded owners when there are transactions / invoices on them

We have a large assortment of API functions for your use when integrating with EngageIP or when using the customerportal. Sometimes you may find a need to pull more information from EngageIP than is accessible via the existing methods. If you’d like to suggest API functionality, please feel free to send an email to support@logisense.com or create a ticket and we can add that to our development queue. If you would like it sooner, please call us to schedule professional services time.

The void invoice process now will reset usage and credits so that they can be re-billed and displayed on the next invoice that is created. See KB Article #282 for more information



Bill run date labels have been updated to clarify their use and increase confidence in what they represent. For an example here and further detail, please review KB Article #266

You now have the ability to upgrade regular EngageIP accounts to unbranded owners even though the account has existing transactions or sub accounts. Previously this was not possible.  For more detail, please see KB Article #314

• The importance of choosing a qualified telecom billing vendor – http://bit.ly/9rA9yV #

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